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Chevron

2,238 hedge funds and large institutions have $154B invested in Chevron in 2018 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 931 increasing their positions, 939 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 75

0.5% less ownership

Funds ownership: 66.18%65.68% (-0.5%)

1% less funds holding

Funds holding: 2,2512,238 (-13)

1% less repeat investments, than reductions

Existing positions increased: 931 | Existing positions reduced: 939

4% less capital invested

Capital invested by funds: $160B → $154B (-$5.7B)

4% less call options, than puts

Call options by funds: $1.54B | Put options by funds: $1.61B

36% less funds holding in top 10

Funds holding in top 10: 217139 (-78)

Holders
2,238
Holders Change
-13
Holders Change %
-0.58%
% of All Funds
51.15%
Holding in Top 10
139
Holding in Top 10 Change
-78
Holding in Top 10 Change %
-35.94%
% of All Funds
3.18%
New
82
Increased
931
Reduced
939
Closed
75
Calls
$1.54B
Puts
$1.61B
Net Calls
-$68.2M
Net Calls Change
-$266M
Name Holding Trade Value Shares
Change
Change in
Stake
QIM
376
Quantitative Investment Management
Virginia
$20.3M -$11.1M -91,600 -36%
ARTA
377
A.R.T. Advisors
New York
$20.3M +$6.96M +57,400 +53%
DIA
378
Dana Investment Advisors
Wisconsin
$20.2M -$3.85M -31,722 -16%
HPC
379
HM Payson & Co
Maine
$20.1M -$1.01M -8,346 -5%
EB
380
Eastern Bank
Massachusetts
$20.1M -$61.8K -509 -0.3%
RT
381
Rockland Trust
Massachusetts
$20M -$94.9K -782 -0.5%
DWM
382
Doyle Wealth Management
Florida
$20M +$364K +2,998 +2%
MPWT
383
MassMutual Private Wealth & Trust
Connecticut
$20M +$1.29M +10,633 +7%
TCM
384
Twin Capital Management
Pennsylvania
$19.8M +$2.18M +18,009 +13%
AIM
385
Avity Investment Management
Connecticut
$19.8M -$161K -1,331 -0.8%
WJA
386
Williams Jones & Associates
New York
$19.6M -$6.03M -49,723 -24%
CA
387
Cornerstone Advisors
North Carolina
$19.6M +$9.71M +80,000 +100%
RJT
388
Raymond James Trust
Florida
$19.5M +$627K +5,167 +3%
OC
389
Oppenheimer & Co
New York
$19.5M +$177K +1,462 +0.9%
WIC
390
Willis Investment Counsel
Georgia
$19.5M +$776K +6,400 +4%
BSA
391
Braun Stacey Associates
New York
$19.4M -$134K -1,104 -0.7%
TAM
392
Todd Asset Management
Kentucky
$19.2M +$8.73M +71,965 +84%
SCM
393
Shelton Capital Management
Colorado
$19.2M +$853K +7,030 +5%
NIM
394
Northeast Investment Management
Massachusetts
$19.1M -$397K -3,275 -2%
WI
395
Wafra Inc
New York
$19M +$17.4M +143,633 +1,198%
VWM
396
Valley Wealth Managers
New Jersey
$18.9M +$190K +1,567 +1%
Mirae Asset Global Investments
397
Mirae Asset Global Investments
South Korea
$18.6M +$4.12M +33,966 +29%
MML Investors Services
398
MML Investors Services
Massachusetts
$18.4M +$5.36M +44,157 +42%
PHAM
399
Pacific Heights Asset Management
California
$18.3M -$3.03M -25,000 -14%
ANI
400
American National Insurance
Texas
$18.2M -$770K -6,350 -4%

CVX Hedge Fund Activity: Q3 2018 in Review

2,238 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q3 2018, worth a combined $154B — down 3.6% from $160B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new CVX positions and 75 closed out — a net gain of 7 holders — while 931 added to existing stakes and 939 trimmed.

The largest buyer was Capital International Investors, adding an estimated $1.76B. The largest seller was Capital World Investors, cutting an estimated $1.76B.

  • 2,238 institutional investors held Chevron (CVX) as of Q3 2018, down from 2,251 in Q2 2018.
  • Funds reported $154B of Chevron stock for Q3 2018, down 3.6% quarter-over-quarter.
  • 82 funds opened new Chevron positions in Q3 2018 and 75 closed out, a net change of +7 holders.
  • The largest Chevron buyer in Q3 2018 was Capital International Investors, an estimated $1.76B added.
  • The largest Chevron seller in Q3 2018 was Capital World Investors, an estimated $1.76B sold.

Based on aggregated 13F filings for Q3 2018.